DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Swift Pension Plan
Corporate pensionCulpeper, VA
Assets
$216M
Total assets, Dec 31, 2024 reported
Funded
104.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Society for Worldwide Interbank Financial Telecommunication, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.2%
- Common/collective trusts 46.8%
- Registered investment companies 53.0%
Consultants and advisers
1 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Income Research & Mgmt. Inc.1 rows, latest Dec 31, 2024
- Wellington Management1 rows, latest Dec 31, 2024
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | IR M Intermediate Creditcollective trust | Income Research & Mgmt. Inc. | Private credit | $18.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wellington Cif II US Inv Grd Corp Lcollective trust | Wellington Management | Pooled vehicles | $83.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | SEI Long Duration Fund Ct-1collective trust | SEI Trust Company | Fixed income | $83.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SEI Long Duration Fund Ct-1collective trust | SEI Trust Company | Fixed income | $57.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$21,064 (2023-12) · $24,382 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 555 | $193M | $135M | 104.0% | $216M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 562 | $176M | $128M | 106.1% | $226M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 583 | $244M | $125M | 121.4% | $203M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insur Co of America codes 64 $45,454 PY2024
- SEI Long Duration Fund Ct-1 Sched. D C PY2024
- Ir+m Intermediate Collective B Sched. D C $18.1M PY2024
- Wellington Cif II US Inv Grd Corp L Sched. D C $83.1M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Empower Annuity Insur Co of America codes 64 $21,064 PY2023
- SEI Long Duration Fund Ct-1 Sched. D C $83.7M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Great West Life & Annuity Insurance codes 64 $24,381 PY2022
- SEI Long Duration Fund Ct-1 Sched. D C $57.1M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Holding startedSwift Pension Plan first reports an interest in Wellington Cif II US Inv Grd Corp L (Wellington Management): $83M at 2024-12-31with Wellington Managementaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceSwift Pension Plan no longer reports SEI Long Duration Fund Ct-1 (last held $84M at 2023-12-31; absent from the 2024-12-31 filing)with SEI Long Duration Fund Ct-1askebsa.dol.gov
- Dec 31, 2024Holding startedSwift Pension Plan first reports an interest in IR M Intermediate Credit (Income Research & Mgmt. Inc.): $18M at 2024-12-31with Income Research & Mgmt. Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changedSwift Pension Plan funded ratio 106.1% -> 104.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSwift Pension Plan total assets $203M -> $226M (+11.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSwift Pension Plan funded ratio 121.4% -> 106.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSwift Pension Plan plan assets $244M -> $176M (-27.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 541106980-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.